CIK: 0001811907
申告総資産額
$2.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 22.98% | -0.19% | -0.19% | |
| 2 | MKL | Markel Group INC | 株式-金融 | 14.51% | -0.40% | +0.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.43% | +1.14% | -2.49% | |
| 4 | IPMLF | Imperial Metals CORP | 株式-その他 | 5.52% | -1.15% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.78% | +0.60% | -1.01% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.12% | — | -0.07% | |
| 7 | PM | Philip Morris International | 株式-生活必需品 | 2.74% | +0.13% | — | |
| 8 | RTX | Rtx CORP | 株式-資本財 | 2.26% | -0.16% | -0.03% | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 2.20% | +0.20% | -0.06% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.08% | -0.03% | -0.90% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.95% | — | — | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.81% | +0.19% | — | |
| 13 | MCO | Moody's CORP | 株式-金融 | 1.70% | -0.02% | — | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 1.62% | +0.22% | — | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.39% | -0.26% | -0.11% | |
| 16 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.33% | +0.01% | -2.38% | |
| 17 | GD | General Dynamics CORP | 株式-資本財 | 1.22% | -0.03% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | +0.07% | — | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | +0.02% | -1.98% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | -2.46% | |
| 21 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.02% | — | -0.58% | |
| 22 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.01% | -0.11% | — | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | -0.20% | -1.25% | |
| 24 | AXP | American Express Co | 株式-金融 | 0.96% | +0.06% | — | |
| 25 | WRB | Wr Berkley CORP | 株式-金融 | 0.90% | +0.01% | +105.45% | |
| 26 | ✓ | Medtronic | 株式-その他 | 0.88% | -0.12% | -2.87% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.81% | -0.01% | -0.98% | |
| 28 | AMG | Affiliated Managers Group | 株式-金融 | 0.80% | +0.14% | +0.31% | |
| 29 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.65% | — | -0.08% | |
| 30 | CSX | Csx CORP | 株式-資本財 | 0.61% | +0.07% | -4.78% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | +0.05% | -0.73% | |
| 32 | CACC | Credit Acceptance CORP | 株式-その他 | 0.51% | +0.22% | — | |
| 33 | MHK | Mohawk Industries INC | 株式-一般消費財 | 0.50% | +0.08% | -15.56% | |
| 34 | JEF | Jefferies Financial Group In | 株式-金融 | 0.49% | -0.12% | +0.33% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | -0.07% | -1.10% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | +0.04% | — | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.47% | +0.07% | -20.27% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.45% | -0.05% | -1.92% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.45% | +0.07% | — | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.43% | — | — | |
| 41 | HHC* | Howard Hughes Corp/the | 株式-その他 | 0.40% | +0.03% | -0.85% | |
| 42 | ✓ | John Marshall Bancorp | 株式-その他 | 0.33% | +0.01% | — | |
| 43 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.33% | +0.04% | — | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.33% | +0.01% | — | |
| 45 | LDOS | Leidos Holdings INC | 株式-IT | 0.33% | -0.11% | — | |
| 46 | EG | Everest Group, Ltd. | 株式-金融 | 0.31% | +0.01% | — | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.31% | +0.04% | -3.93% | |
| 48 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.31% | — | — | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.28% | — | — | |
| 50 | ✓ | Vistaprint NV Cimpress | 株式-その他 | 0.25% | +0.10% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IPMLF | Imperial Metals CORP | +2.1% | — | 変化なし |
| 2 | GOOGL | Alphabet Inc-cl A | +1% | -2.49% | 減少 |
| 3 | MKL | Markel Group INC | +0.9% | +0.64% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -1.01% | 減少 |
| 5 | WRB | Wr Berkley CORP | +0.4% | +105.45% | 増加 |
| 6 | WBD | Warner Bros Discovery INC | +0.2% | -0.08% | 減少 |
| 7 | AMG | Affiliated Managers Group | +0.1% | +0.31% | 増加 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.90% | 減少 |
| 9 | RTX | Rtx CORP | +0.1% | -0.03% | 減少 |
| 10 | GS | Goldman Sachs Group INC | +0.1% | — | 変化なし |
| 11 | MTD | Mettler-toledo International | +0.1% | -0.58% | 減少 |
| 12 | AXP | American Express Co | 0% | — | 変化なし |
| 13 | WFC | Wells Fargo & Co | 0% | -0.98% | 減少 |
| 14 | DHR | Danaher CORP | 0% | — | 変化なし |
| 15 | MCO | Moody's CORP | 0% | — | 変化なし |
| 16 | WTM | White Mountains Insurance Group, Ltd. | 0% | — | 変化なし |
| 17 | BAC | Bank Of America CORP | — | -0.73% | 減少 |
| 18 | AMZN | Amazon.com INC | 0% | — | 変化なし |
| 19 | IBM | Intl Business Machines CORP | 0% | -0.06% | 減少 |
| 20 | KO | Coca-cola Co/the | 0% | -1.98% | 減少 |
| 21 | LBRDK | Liberty Broadband-c | 0% | -2.58% | 減少 |
| 22 | CABO | Cable One INC | 0% | -64.75% | 減少 |
| 23 | MDLZ | Mondelez International Inc-a | 0% | -2.21% | 減少 |
| 24 | T | At&t INC | 0% | -3.12% | 減少 |
| 25 | META | Meta Platforms Inc-class A | 0% | — | 変化なし |
| 26 | JPM | Jpmorgan Chase & Co | 0% | — | 変化なし |
| 27 | WYNN | Wynn Resorts LTD | 0% | — | 変化なし |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -8.40% | 減少 |
| 29 | LOW | Lowe's Cos INC | -0.1% | -1.92% | 減少 |
| 30 | CACC | Credit Acceptance CORP | -0.1% | — | 変化なし |
| 31 | JEF | Jefferies Financial Group In | -0.1% | +0.33% | 増加 |
| 32 | SYY | Sysco CORP | -0.1% | -3.93% | 減少 |
| 33 | ABT | Abbott Laboratories | -0.1% | -1.10% | 減少 |
| 34 | ✓ | Medtronic | -0.1% | -2.87% | 減少 |
| 35 | FISV | Fiserv INC | -0.1% | — | 変化なし |
| 36 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -20.27% | 減少 |
| 37 | ETN | Eaton Corporation plc | -0.1% | — | 変化なし |
| 38 | DIS | Walt Disney Co/the | -0.1% | -2.46% | 減少 |
| 39 | BKNG | Booking Holdings INC | -0.1% | -2.38% | 減少 |
| 40 | ABBV | Abbvie INC | -0.1% | — | 変化なし |
| 41 | PM | Philip Morris International | -0.2% | — | 変化なし |
| 42 | MHK | Mohawk Industries INC | -0.3% | -15.56% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.4% | -0.07% | 減少 |
| 44 | ORCL | Oracle CORP | -1% | — | 変化なし |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -1.5% | -0.19% | 減少 |
| 46 | INTC | Intel CORP | — | EXIT | 全売却 |
| 47 | ✓ | — | NEW | 新規購入 | |
| 48 | ✓ | Ascent Industries Corp | — | EXIT | 全売却 |
| 49 | ECHO | Echostar Corp-a | — | EXIT | 全売却 |
| 50 | PARAA | Paramount Global-class A | — | EXIT | 全売却 |